World Entrepreneurs Network
Locally Organized, Globally Connected
Greater Austin WEN Community - formerly Wilco Entrepreneurs Network
Alliance of Texans Building Businesses - Passion, Plan, Perform!
Topic for Jan. 22: How to Utilize Your 401K for Your New Business
LOCATION:
Date/Time: Thursday, Jan. 22 @ 6:30 PM
Agenda:
Cost: Free
Membership: Open to the public - show up to listen or participate
Short Bios:
Geeta Halley is the Public Services Manager at the Round Rock Public Library. She oversees the library's Reference and Circulation departments. She has been in the library field for 16 years and has a Masters in Library Science from the University of Wisconsin. She is passionate about demonstrating the value of librarians as essential resources to the business community.
Dan Dillard is a Certified Financial Planner and an Accredited Wealth Management Adviser. During his 14 years as a financial planner, 10 of those years at the former IBM Credit Union, Dan began imagining an office where he could provide an education-based client experience. Enter NEST. Dan G. Dillard, CFP® is President of NEST Financial in Austin, TX. NEST Financial provides focused financial planning for engineers with the belief that creating a financial plan should be an open, guided educational experience - one where you get to learn what your true goals are in life and the financial strategies to help you reach them. Dan excels in an area that cannot be taught or accredited; he cares about his clients like family and his investment recommendations reflect that.
Retirement planning for engineers has been Dan's specialty for over a decade and he opened NEST to cater to his engineer clients.
Dan's Specialties include:
Financial Planning Retirement Planning Job Transition Planning 401(k) Management IRA/401(k) Rollovers (Roth & Traditional) Mutual Funds Bonds REIT Management 529 Plans
Stina Hill is a natural business director and a client centric financial advisor to gaming industry professionals of all levels. She offers PEACE OF MIND. In an industry replete with layoffs and job insecurity, it is vital to have a financial partner who will help you sustain your assets through principled management, strategic oversight and unwavering ethics. The ability to create requires the peace of mind necessary to allow the creative concepts to become reality. Financial challenges hinder the creative process and can rob you of the passion that drives many young gamers. That’s where she comes in.
Her goals for her clients are to provide them with the peace of mind and financial planning to:
Have someone in their corner financially so they are prepared when the unexpected happens;
Help them plan a sabbatical so they can develop their own indie app;
Work with their spouses to ease their minds regarding career turbulence; and
Help them execute a plan so they can effectively transition out of the industry if necessary.
If you are a content designer, programmer, digital artist, producer or executive in the gaming industry and looking for someone to guide you through the financially lucrative and financially uncertain times of your career, Stina is the one to call.
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